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In this episode, we provide essential advice for a fulfilling and financially secure retirement. We discuss the importance of balancing frugality with enjoying your time and making memories. Staying active through hobbies and volunteering can give your days purpose. Many retirees also underestimate their lifespan, risking their savings with overly conservative investments. We cover the dangers of spending too much too soon and the need for regular financial projections with your adviser. We also stress the importance of prioritising your retirement security over gifting early inheritances. Tune in to learn how to navigate retirement wisely and confidently. To view the video version of this episode visit https://youtu.be/LetjQa5jjic?si=yAK2xltSmtine-am Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Insights from Real-Life Client Success Stories
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Ways to win in 2024
How can you win in 2024? This episode explores a holistic approach to success, covering health, career, wealth, and personal growth. Discover how small habits, the Atomic Habits law, and meaningful goal-setting can shape your year. Financial strategies for 2024 include discussions on financial wellness, investing, and resilience. Beyond money, explore health, work-life balance, personal growth, and social connections as key elements of winning in 2024. Join us for expert insights and actionable tips to make 2024 your best year yet! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.